Betterment LLC
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Betterment LLC’s Cummins CMI Stock Holding History

Betterment LLC’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
696
+44
+7% +$29K ﹤0.01% 484
2026
Q1 		$351K Sell
652
-3
-0.5% -$1.7K ﹤0.01% 505
2025
Q4 		$334K Sell
655
-18
-3% -$8.41K ﹤0.01% 472
2025
Q3 		$284K Buy
673
+23
+4% +$8.82K ﹤0.01% 466
2025
Q2 		$213K Sell
650
-4
-0.6% -$1.24K ﹤0.01% 486
2025
Q1 		$205K Buy
654
+4
+0.6% +$1.41K ﹤0.01% 454
2024
Q4 		$227K Buy
650
+5
+0.8% +$1.76K ﹤0.01% 423
2024
Q3 		$209K Buy
+645
New +$191K ﹤0.01% 418

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Betterment LLC's CMI Position: Q2 2026 in Review

Betterment LLC increased its Cummins (CMI) stake by 6.7% in Q2 2026, buying an estimated $29K and bringing the position to 696 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Betterment LLC first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Betterment LLC held 696 shares of Cummins worth $496K as of Q2 2026.
  • Betterment LLC bought 44 Cummins shares in Q2 2026, an estimated $29K.
  • Cummins made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #484 holding.
  • Betterment LLC first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.